Patten Group’s iShares MSCI Japan ETF EWJ Stock Holding History

Patten Group’s Portfolio EWJ Stock Details EWJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$409K	Buy	4,380 +357	+9%	+$32.4K	0.06%	247
2026 Q1	$340K	Buy	4,023 +136	+3%	+$11.8K	0.06%	245
2025 Q4	$314K	Buy	+3,887	New	+$319K	0.06%	247
2019 Q1	–	Sell	-510	Closed	-$26K	–	301
2018 Q4	$26K	Hold	510	–	–	0.01%	343
2018 Q3	$31K	Buy	510 +280	+122%	+$16.3K	0.01%	378
2018 Q2	$13K	Buy	230 +195	+557%	+$11.7K	0.01%	447
2018 Q1	$2K	Buy	+35	New	+$2.15K	﹤0.01%	537
2016 Q4	–	Sell	-140	Closed	-$6.9K	–	621
2016 Q3	$6.9K	Sell	140 -250	-64%	-$12.2K	﹤0.01%	504
2016 Q2	$17.9K	Hold	390	–	–	0.01%	418
2016 Q1	$17.8K	Hold	390	–	–	0.01%	425
2015 Q4	$18.9K	Hold	390	–	–	0.01%	428
2015 Q3	$17.8K	Buy	390 +140	+56%	+$6.91K	0.01%	381
2015 Q2	$12.8K	Buy	+250	New	+$13K	0.01%	421
2015 Q1	–	Sell	-250	Closed	-$11K	–	186
2014 Q4	$11K	Buy	+250	New	+$11.5K	0.01%	227

Other funds holding EWJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Patten Group's EWJ Position: Q2 2026 in Review

Patten Group increased its iShares MSCI Japan ETF (EWJ) stake by 8.9% in Q2 2026, buying an estimated $32.4K and bringing the position to 4,380 shares worth $409K. The position accounts for 0.06% of the portfolio, ranked #247.

Patten Group first reported a position in EWJ in Q4 2014 and has held it in 14 quarters since. 786 funds tracked by Wall St. Rank hold EWJ as of Q2 2026.

Patten Group held 4,380 shares of iShares MSCI Japan ETF worth $409K as of Q2 2026.
Patten Group bought 357 iShares MSCI Japan ETF shares in Q2 2026, an estimated $32.4K.
iShares MSCI Japan ETF made up 0.06% of Patten Group's portfolio in Q2 2026, its #247 holding.
Patten Group first reported a position in iShares MSCI Japan ETF in Q4 2014 and has held it in 14 quarters since.
786 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.